Using Note Templates

If your clinic admins have created standardized note templates, these can be accessed directly when creating a new patient note.

Step 1: Under any patient profile, select the Notes tab > + Create Notes.

Step 2: Select the type of progress note you would like to create from the drop-down menu. 

Step 3: Select the note template you would like to use for this note from the Note Templates drop-down menu. The template selected will auto-populate into the note editor, where you can then add on any additional details as needed.

Step 4: Save your note. The note created with the selected template will appear in the Notes Summary view. 

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